Crestwood Advisors Group LLC ETFs

Crestwood Advisors Group LLC

$5.07 Billion
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
VHT Vanguard Health Care ETF	$0	$440,000 0.01% of portfolio	1,664	Q1 2025 Reduced 2.69%
DFAC Dimensional ETF Tr U S Core Eq	$0	$433,000 0.01% of portfolio	13,134	Q1 2025 Reduced 2.01%
DSI Ishares Msci Kld 400 Social Et	$0	$431,000 0.01% of portfolio	4,216	Q3 2024 Added 1.44%
SCHF Schwab Strategic Tr Intl Eqty	$0	$408,000 0.01% of portfolio	20,654	Q1 2025 Reduced 18.39%
HYG Ishares Tr	$0	$389,000 0.01% of portfolio	4,942	Q4 2024 Added 34.84%
NYF Ishares New York Muni Bond ETF	$0	$386,000 0.01% of portfolio	7,333	Q1 2025 Reduced 2.65%
JNK Spdr Bloomberg High Yield Bond	$0	$375,000 0.01% of portfolio	3,942	Q1 2025 Reduced 0.03%
ESGD Ishares Trust Ishares Esg Awar	$0	$360,000 0.01% of portfolio	4,410	Q1 2025 Reduced 15.36%
BOND Pimco Active Bond Exchange Tra	$0	$325,000 0.01% of portfolio	3,518	Q1 2025 Added 24.84%
VDC Vanguard Consumer Staples ETF	$0	$324,000 0.01% of portfolio	1,483	Q4 2024 Added 0.54%
RSP Invesco S&P 500 Equal Weight E	$0	$320,000 0.01% of portfolio	1,849	Q1 2025 Reduced 9.45%
XLU Utilities Sector Spdr	$0	$317,000 0.01% of portfolio	4,028	Q1 2025 Reduced 9.07%
IWN Ishares Russell2000 Val ETF	$0	$304,000 0.01% of portfolio	2,016	Q1 2025 Reduced 1.9%
IVOO Vanguard S&P Mid Cap 400 ETF	$0	$302,000 0.01% of portfolio	3,065	Q1 2025 Reduced 4.67%
VV Vanguard Large Cap ETF	$0	$298,000 0.01% of portfolio	1,162	Q4 2024 Added 1.04%
VXUS Vanguard Star Fd Vanguard Tota	$0	$288,000 0.01% of portfolio	4,651	Q4 2024 New
BIV Vanguard Bd Index Fd Inc Inter	$0	$281,000 0.01% of portfolio	3,675	Q4 2024 New
IWR Ishares Russell Mid Cap ETF	$0	$272,000 0.01% of portfolio	3,206	Q1 2025 New
IWS Ishares Russell Midcap Value E	$0	$265,000 0.01% of portfolio	2,104	Q4 2024 Added 3.7%
CIBR First Tr Fd Ii Nasdaq Cybersec	$0	$250,000 0.0% of portfolio	3,970	Q1 2025 Added 6.92%
SRLN Ssga Active Trust	$0	$247,000 0.0% of portfolio	6,011	Q4 2024 New
SCHA Schwab Strategic Tr Us Small C	$0	$237,000 0.0% of portfolio	10,122	Q1 2025 Added 1.68%
NOBL Proshares S&P 500 Dividend Ari	$0	$234,000 0.0% of portfolio	2,295	Q1 2025 Reduced 3.97%
VNQ Vanguard Specialized Funds Van	$0	$232,000 0.0% of portfolio	2,572	Q1 2025 Reduced 42.58%
EIDO Ishares Tr Msci Indonesia ETF	$0	$217,000 0.0% of portfolio	13,353	Q1 2025 New

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